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Phillips 66
PSX

Overview Fund Activity

1,564 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 560 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+154
Holders Change %
+10.92%
% of All Funds
25.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
254
Increased
560
Reduced
500
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K

Top Buyers

1
BlackRock
BlackRock
New York
$3.88B
2
Morgan Stanley
Morgan Stanley
New York
$725M
3
Holocene Advisors
Holocene Advisors
New York
$105M
4
First Trust Advisors
First Trust Advisors
Illinois
$200M
5
Invesco
Invesco
Georgia
$483M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$622M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$143M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.43M
4
Citadel Advisors
Citadel Advisors
Florida
$182M
5
Aristotle Capital Management
Aristotle Capital Management
California
$857M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
201
CCM Investment Advisers
South Carolina
$11.2M -$727K -6,984 -6%
AAM
202
Advisors Asset Management
Colorado
$11.2M -$156K -1,499 -1%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$10.9M +$7.11M +68,314 +185%
SCM
204
SKBA Capital Management
California
$10.8M -$62.4K -600 -0.6%
IMRF
205
Illinois Municipal Retirement Fund
Illinois
$10.8M -$867K -8,331 -7%
PAM
206
Panagora Asset Management
Massachusetts
$10.8M -$11M -105,815 -50%
Macquarie Group
207
Macquarie Group
Australia
$10.7M +$814K +7,821 +8%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$10.6M +$350K +3,359 +3%
RCYC
209
Richard C. Young & Co
Rhode Island
$10.5M +$9.89K +95 +0.1%
SPIA
210
Steward Partners Investment Advisory
New York
$10.4M +$192K +1,843 +2%
PFM
211
Premier Fund Managers
United Kingdom
$10.4M +$7.11M +68,300 +213%
Balyasny Asset Management
212
Balyasny Asset Management
Illinois
$10.3M +$5.98M +57,489 +139%
AAS
213
Annex Advisory Services
Wisconsin
$10.1M +$588K +5,651 +6%
USCWA
214
U.S. Capital Wealth Advisors
Texas
$10M +$70K +673 +0.7%
NA
215
Navellier & Associates
Nevada
$9.78M +$3.88M +37,246 +66%
RJT
216
Raymond James Trust
Florida
$9.78M +$120K +1,151 +1%
BG
217
Bollard Group
Massachusetts
$9.69M -$191K -1,837 -2%
KPWS
218
Kestra Private Wealth Services
Texas
$9.54M +$1.54M +14,817 +19%
Marshall Wace
219
Marshall Wace
United Kingdom
$9.53M -$33.9M -325,480 -78%
HIMC
220
Heritage Investors Management Corp
Maryland
$9.45M -$123K -1,178 -1%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$9.42M -$3.14M -30,210 -25%
AIMCA
222
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.25M -$14.1M -135,079 -60%
Federated Hermes
223
Federated Hermes
Pennsylvania
$9.24M +$1.63M +15,689 +21%
Calamos Advisors
224
Calamos Advisors
Illinois
$9.19M -$1.62M -15,606 -15%
YCM
225
Yousif Capital Management
Michigan
$9.16M -$300K -2,880 -3%
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